Intuitive Surgical Inc
ISRG- Exchange
- Nasdaq
- Industry
- Orthopedic, Prosthetic & Surgical Appliances & Supplies
- SEC CIK
- 0001035267
In the last 90 days, Intuitive Surgical Inc insiders filed 0 open-market purchases and 10 sales; 2,261 institutions reported holding it in 13F filings for Q2 2026, worth $121.9B in total; 3 superinvestors hold it, including Coatue Management and D1 Capital Partners.
13F holders, Q1 2026
Institutional positions in Intuitive Surgical Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,323
- −64 vs. Q4 2025
- Shares held
- 300.2M
- +31.4M (+11.7%) vs. Q4 2025
- Total value
- $138.7B
- −$12.1B (−8.1%) vs. Q4 2025
- New holders
- 179
- 999 more added
- Sold out
- 243
- 834 more reduced
32 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ISRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,261 | $121.9B |
| Q1 2026 | 2,323 | $138.7B |
| Q4 2025 | 2,419 | $173.5B |
| Q3 2025 | 2,115 | $130.4B |
| Q2 2025 | 2,270 | $164.5B |
| Q1 2025 | 2,196 | $149.9B |
| Q4 2024 | 2,135 | $158.9B |
| Q3 2024 | 1,956 | $147.7B |
| Q2 2024 | 1,826 | $135.3B |
| Q1 2024 | 1,743 | $119.5B |
| Q4 2023 | 1,674 | $100.2B |
| Q3 2023 | 1,554 | $86.1B |
| Q2 2023 | 1,558 | $100.9B |
| Q1 2023 | 1,415 | $74.7B |
| Q4 2022 | 1,439 | $77.7B |
| Q3 2022 | 1,310 | $55.1B |
| Q2 2022 | 1,327 | $59.5B |
| Q1 2022 | 1,471 | $90.6B |
| Q4 2021 | 1,534 | $108.0B |
| Q3 2021 | 1,375 | $98.7B |
| Q2 2021 | 1,323 | $93.0B |
| Q1 2021 | 1,262 | $74.2B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Buckhead Capital Management LLC | 495 | $228.2K | 0.09% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 496 | $228.7K | 0.03% | −6−1.2% | Reduced |
| Cardinal Point Capital Management, ULC | 496 | $228.7K | 0.01% | +496 | New |
| Terra Nova Asset Management LLC | 497 | $229.1K | 0.17% | −3,855−88.6% | Reduced |
| Armis Advisers, LLC | 531 | $229.6K | 0.02% | −301−36.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 498 | $229.6K | 0.00% | +72+16.9% | Added |
| Ponta Wealth Partners, LLC | 498 | $229.6K | 0.18% | +84+20.3% | Added |
| Potomac Fund Management Inc | 499 | $230.0K | 0.01% | +1+0.2% | Added |
| Dodge & Cox | 500 | $230.5K | 0.00% | 00.0% | Unchanged |
| Harbor Advisors LLC | 500 | $230.5K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 501 | $231.0K | 0.01% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 502 | $231.4K | 0.05% | −50−9.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 502 | $231.4K | 0.07% | −47−8.6% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 502 | $231.4K | 0.24% | +502 | New |
| Foster Group, Inc. | 504 | $232.3K | 0.01% | −19−3.6% | Reduced |
| Gemmer Asset Management LLC | 504 | $232.3K | 0.02% | −7−1.4% | Reduced |
| WealthPLAN Partners, LLC | 504 | $232.3K | 0.04% | +70+16.1% | Added |
| Evanson Asset Management, LLC | 505 | $232.8K | 0.01% | +2+0.4% | Added |
| Financial Advisory Corp | 505 | $232.8K | 0.03% | +10+2.0% | Added |
| Embree Financial Group | 509 | $234.6K | 0.03% | −91−15.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 510 | $235.1K | 0.03% | +139+37.5% | Added |
| Clarendon Private LLC | 511 | $235.6K | 0.18% | +66+14.8% | Added |
| Successful Portfolios LLC | 525 | $238.7K | 0.13% | −20−3.7% | Reduced |
| ORG Wealth Partners, LLC | 519 | $239.3K | 0.05% | −142−21.5% | Reduced |
| Welch Group, LLC | 519 | $239.3K | 0.01% | −120−18.8% | Reduced |
| Goelzer Investment Management, Inc. | 520 | $239.7K | 0.01% | −503−49.2% | Reduced |
| Mengis Capital Management, Inc. | 521 | $240.2K | 0.04% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 521 | $240.2K | 0.04% | −317−37.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 521 | $240.2K | 0.00% | +111+27.1% | Added |
| Box Hill Private Wealth LLC | 522 | $240.6K | 0.24% | −127−19.6% | Reduced |
| Bulltick Wealth Management, LLC | 523 | $241.1K | 0.05% | −91−14.8% | Reduced |
| Reflection Asset Management | 523 | $241.1K | 0.15% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 527 | $242.9K | 0.07% | +46+9.6% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 527 | $242.9K | 0.12% | +527 | New |
| Legacy Wealth Advisors, LLC | 529 | $243.9K | 0.12% | +107+25.4% | Added |
| TCI Wealth Advisors, Inc. | 531 | $244.8K | 0.01% | −36−6.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 543 | $245.1K | 0.01% | −3,409−86.3% | Reduced |
| Arvest Investments, Inc. | 533 | $245.7K | 0.03% | −1−0.2% | Reduced |
| Jump Financial, LLC | 535 | $246.6K | 0.00% | −11,617−95.6% | Reduced |
| Wall Street Financial Group, Inc. | 535 | $246.6K | 0.15% | −161−23.1% | Reduced |
| Integral Investment Advisors, Inc. | 535 | $246.6K | 0.06% | −39−6.8% | Reduced |
| ISAM Funds (UK) Ltd | 537 | $247.6K | 0.12% | −1,055−66.3% | Reduced |
| EdgeRock Capital LLC | 544 | $248.4K | 0.07% | −54−9.0% | Reduced |
| Correct Capital Wealth Management | 539 | $248.5K | 0.05% | −15−2.7% | Reduced |
| Koshinski Asset Management, Inc. | 540 | $248.9K | 0.02% | −44−7.5% | Reduced |
| Wallace Hart LLC | 542 | $249.9K | 0.34% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 543 | $250.3K | 0.05% | +58+12.0% | Added |
| Hoxton Planning & Management, LLC | 545 | $251.2K | 0.08% | −16−2.9% | Reduced |
| Centric Wealth Management | 556 | $251.5K | 0.05% | +97+21.1% | Added |
| BlackDiamond Wealth Management Inc. | 547 | $252.2K | 0.12% | −61−10.0% | Reduced |
| Patton Fund Management, Inc. | 547 | $252.2K | 0.04% | +547 | New |
| SFE Investment Counsel | 549 | $253.1K | 0.04% | −45−7.6% | Reduced |
| Donaldson Capital Management, LLC | 549 | $253.1K | 0.01% | +549 | New |
| Somerset Group LLC | 540 | $253.4K | 0.19% | 00.0% | Unchanged |
| Capital Analysts, LLC | 554 | $255.0K | 0.01% | +97+21.2% | Added |
| Atlas Brown,Inc. | 558 | $257.1K | 0.08% | −9−1.6% | Reduced |
| Northwest Wealth Management, LLC | 559 | $257.7K | 0.04% | +18+3.3% | Added |
| Princeton Global Asset Management LLC | 560 | $258.2K | 0.04% | +492+723.5% | Added |
| Seven Mile Advisory | 562 | $259.1K | 0.19% | −96−14.6% | Reduced |
| South Shore Capital Advisors | 563 | $259.5K | 0.19% | −12−2.1% | Reduced |
| Elevatus Welath Management | 563 | $259.5K | 0.14% | +7+1.3% | Added |
| Triad Wealth Partners, LLC | 564 | $260.0K | 0.02% | +131+30.3% | Added |
| Cary Street Partner Investment Advisory LLC | 565 | $260.5K | 0.07% | −85−13.1% | Reduced |
| Johnson Financial Group, Inc. | 565 | $260.5K | 0.01% | −152−21.2% | Reduced |
| Continental Investors Services, Inc. | 621 | $260.9K | 0.25% | +27+4.5% | Added |
| Two Sigma Securities, LLC | 567 | $261.4K | 0.03% | +567 | New |
| Unify Financial Advisors | 568 | $261.8K | 0.27% | +568 | New |
| Laurel Oak Wealth Management, LLC | 569 | $262.3K | 0.04% | −14−2.4% | Reduced |
| Abc Arbitrage SA | 569 | $262.3K | 0.03% | +569 | New |
| Strategies Wealth Advisors, LLC | 569 | $262.3K | 0.03% | −8−1.4% | Reduced |
| Cornerstone Select Advisors, LLC | 570 | $262.8K | 0.16% | +6+1.1% | Added |
| Corundum Group, Inc. | 571 | $263.2K | 0.09% | +44+8.3% | Added |
| Strategic Financial Concepts, LLC | 572 | $263.7K | 0.07% | +572 | New |
| Jacobi Capital Management LLC | 573 | $264.2K | 0.01% | +53+10.2% | Added |
| Topsail Wealth Management, LLC | 574 | $264.6K | 0.04% | +11+2.0% | Added |
| Curated Wealth Partners LLC | 576 | $265.5K | 0.03% | +153+36.2% | Added |
| Reston Wealth Management LLC | 578 | $266.4K | 0.08% | +5+0.9% | Added |
| Walkner Condon Financial Advisors LLC | 578 | $266.5K | 0.04% | −188−24.5% | Reduced |
| Tranquility Partners, LLC | 578 | $266.5K | 0.10% | +112+24.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 580 | $267.4K | 0.03% | +39+7.2% | Added |
| R Squared Ltd | 580 | $267.4K | 0.15% | −190−24.7% | Reduced |
| Monticello Wealth Management, LLC | 580 | $267.4K | 0.02% | +116+25.0% | Added |
| Victory Financial Group, LLC | 582 | $268.3K | 0.03% | +120+26.0% | Added |
| Cornerstone Advisory, LLC | 583 | $268.6K | 0.03% | +14+2.5% | Added |
| Beckerman Institutional, LLC | 584 | $269.2K | 0.14% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 585 | $269.7K | 0.07% | +40+7.3% | Added |
| Westfuller Advisors, LLC | 587 | $270.6K | 0.12% | −4−0.7% | Reduced |
| Whalen Wealth Management Inc. | 587 | $270.7K | 0.15% | −1,157−66.3% | Reduced |
| Acorns Advisers, LLC | 587 | $271.0K | 0.00% | +96+19.6% | Added |
| Webster Bank, N. A. | 588 | $271.1K | 0.03% | −18−3.0% | Reduced |
| J.M. Arbour, LLC | 588 | $271.1K | 0.26% | +12+2.1% | Added |
| J.Safra Asset Management Corp | 588 | $271.1K | 0.01% | +24+4.3% | Added |
| Opal Wealth Advisors, LLC | 591 | $272.4K | 0.06% | −10−1.7% | Reduced |
| West Paces Advisors Inc. | 593 | $273.4K | 0.05% | −18−2.9% | Reduced |
| Letson Investment Management, Inc. | 593 | $273.4K | 0.11% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 594 | $274.0K | 0.04% | +16+2.8% | Added |
| Stonebrook Private Inc. | 595 | $274.3K | 0.06% | +55+10.2% | Added |
| LexAurum Advisors, LLC | 595 | $274.3K | 0.04% | +595 | New |
| Waystone Advisors LLC | 595 | $274.3K | 0.25% | +28+4.9% | Added |
| Elite Wealth Management, Inc. | 596 | $274.8K | 0.09% | −15,589−96.3% | Reduced |